FMG Suite
Sign In
20-Min Consult
Sign In
20-Min Consult
FMG Suite

In the News

Stay up to date on the latest announcements, insights and company news.

The Firms That Will Win the Next Decade Already Know Their Growth Engine

FMG Executive Chairman Mark Casady writes for Wealth Management on why organic growth, powered by AI and advisor marketing systems, will separate winning firms from the rest.

Advisors Neglect Organic Growth As M&A Deals Boom, Experts Say

FA Magazine examines why many advisory firms are underinvesting in organic growth during an M&A boom, with FMG Chief Evangelist Samantha Russell on what sustainable growth actually requires.

Powering Organic Growth in Wealth Management

Financial Services Review's 2026 Digital Marketing Platform of the Year recognition brings FMG CMO Susan Theder into conversation about organic growth strategy and what separates advisors who market well from those who don't.

Financial Advisors Digital Marketing Platforms that Enable Sustained Organic Growth

Financial Services Review recognizes FMG as a leading digital marketing platform for financial advisors, highlighting the role of marketing automation and compliance infrastructure in enabling sustained organic growth.

AI Washing: What It Is And How Advisors Can Spot It

Wealth Solutions Report looks at AI washing in wealthtech, with FMG CMO Susan Theder explaining how advisors can tell the difference between genuine AI and automation wearing an AI label.

How Clients Are Finding Advisors In An AI-Driven World

FA Magazine covers FMG CMO Susan Theder speaking at the Invest in Women conference on how AI answer engines are reshaping financial advisor discovery – and what advisors need to do to be found.

Organic Growth Is Coming Out from Under M&A’s Shadow

Digital Wealth News interviews FMG Executive Chairman Mark Casady on why organic growth is coming back into focus for wealth management firms and how AI makes consistent, relationship-driven engagement scalable.

I Asked an AI to Find Me a Financial Advisor

FMG CMO Susan Theder writes for Wealth Management on what she learned after asking an AI to find a financial advisor – and the specific signals that determined who showed up and who didn't.

FMG Earns Top Workplaces National Award for the Fourth Consecutive Year

FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has been named one of the nation's top mid-size workplaces by Top Workplaces Awards, as featured in USA Today, marking the fourth consecutive year the company has received this recognition.

Wealth Management Has a Last Mile Problem

FMG Executive Chairman Mark Casady writes for Wealth Management on the wealth management industry's last mile problem – the structural gap between great content and clients actually receiving it.

Should Advisors Jump On The Threads Bandwagon?

Seemingly overnight, a standout new platform has emerged in the social media landscape. Threads, the latest release from Facebook and Instagram parent company Meta, blew past industry expectations and acquired over 100 million users in under a week. It's a feat for the history books, as the new platform handily beat the previous record held by the artificial intelligence app ChatGPT, which took closer to two months to reach the same record-setting milestone.

Have A Tale To Tell

Human beings are naturally drawn to stories. Narratives can help us understand complex information, make sense of our world and help us forge connections with others.

Top 5 Tips For Sharing News Articles On Social Media

There’s no more powerful message than original, insightful content written by a financial advisor. As a financial professional, you can serve as a guide and mentor, interpreting and explaining the ups and downs of market events, helping clients set financial goals, and explaining retirement strategies, among other things.

5 Tips To Get Started With ChatGPT In Your Marketing

ChatGPT burst onto the scene with little warning. Few knew what the Microsoft and Elon Musk-backed artificial intelligence startup OpenAI had developed or how quickly it would become one of the most impactful technology stories of the day.

Five Pages Every Website Must Have

As a financial advisor, you know your website is critical to your online presence. It’s the foundation of your marketing, serving as the home base where prospects and clients find you.

Getting Personal

When you talk to clients, they want to know that you are actually talking to them personally. They don’t want to be part of a blanket email campaign that’s not taking their daily lives into account.

Be a Video Star

Video is undoubtedly one of the most powerful marketing tools. In fact, research from HubSpot shows that 54% of consumers want to see more video content from the brands and businesses they support.

3 Must-Follow Copywriting Rules

By following a few copywriting golden rules, you can write an effective message while still saving yourself time. Read on to learn more about these five rules and how you can use them to improve your client communications.

Advisors’ Top 10 Questions About LinkedIn, Answered

Financial advisors are more connected digitally than ever before. And when it comes to prospecting and growing your business, social media is one of the best places to leverage your digital presence.

5 Tips For Client Communication During Times Of Volatility

Frequent communication is one of the most important ways you can establish trust with your clients. In fact, according to a recent McKinsey & Co. survey on global wealth and asset management, clients’ satisfaction with their financial advisor is directly correlated with the frequency of the advisor’s communications.

FMG is Named the Winner in Three Wealth Management 2025 Industry Awards Categories

FMG is honored to announce that we’ve been named the Winner of the Wealth Management 2025 Industry Award (the “Wealthies”)

GTCR to Acquire FMG Suite from Aurora Capital Partners

FMG Leads the Way in AI Innovation with New Tools to Help Advisors Market More Efficiently and Streamline Compliance

FMG is Named a Finalist in Three Wealth Management 2025 Industry Awards Categories

FMG and Osaic Expand Enterprise Partnership to Power Firmwide Advisor Marketing Support

FMG Ranked #1 in Multiple Digital Marketing Solutions in 2025 T3/Inside Information Survey

FMG Receives Top Workplaces Award as Featured in USA Today for the Third Consecutive Year

FMG Launches Inaugural 2025 Marketing Guide for Financial Advisors, Unlocking New Pathways to Organic Growth

FMG Expands Product Line with All-New Business Edition of Their Award-Winning Marketing Suite

FMG Receives SOC 2 Type 1 Certification, Enhancing Security for Its Customers

Additional Media Mentions: FMG Strengthens Leadership Team to Scale AI and Enterprise Growth

FMG adds four senior leaders – spanning AI strategy, customer success, and enterprise sales – to accelerate its next phase of growth.

Additional Media Mentions: FMG Launches Institutional Intelligence to Power Advisor Growth

FMG debuts Institutional Intelligence with Wealth.com as founding partner, embedding expert content into advisor marketing workflows.

Additional Media Mentions: Board Expands and Platform Surpasses 80,000 Financial Professionals

FMG appoints four board directors and observers as the platform surpasses 80,000 financial professionals. Leadership brings expertise in fintech, AI, insurance, and enterprise governance.

This is How Prospects Find Financial Advisors with Samantha Russell (Ep. 116)

FMG Chief Evangelist Samantha Russell joins The Advisor Mentorship Podcast to explain how prospects are finding financial advisors through AI search – and what advisors need to do to show up.

Additional Media Mentions: FMG’s Marketing Intelligence System

FMG launches an internal AI Marketing Intelligence System to improve how its teams serve 80,000+ financial advisors and enterprise partners across wealth management and insurance.

Wealth Management Marketing Is in Its AI Era. Will Authenticity Be the Trade-Off?

AdvisorHub explores whether AI marketing tools risk eroding advisor authenticity, with FMG Chief Evangelist Samantha Russell on how advisors can scale content without losing their voice.

35 Essential Thought Leaders in Wealth Management

Consult Clarity names FMG's Samantha Russell to its 2026 list of 35 Essential Thought Leaders in Wealth Management for her work on AI search visibility and advisor marketing strategy.

Advisors Neglect Organic Growth As M&A Deals Boom, Experts Say

FA Magazine examines why many advisory firms are underinvesting in organic growth during an M&A boom, with FMG Chief Evangelist Samantha Russell on what sustainable growth actually requires.

Financial Advisors Digital Marketing Platforms that Enable Sustained Organic Growth

Financial Services Review recognizes FMG as a leading digital marketing platform for financial advisors, highlighting the role of marketing automation and compliance infrastructure in enabling sustained organic growth.

AI Washing: What It Is And How Advisors Can Spot It

Wealth Solutions Report looks at AI washing in wealthtech, with FMG CMO Susan Theder explaining how advisors can tell the difference between genuine AI and automation wearing an AI label.

Book a call to get your exclusive summer offer

Close the CTA

Personal Information Form

Personal Information Form

[contact-form-7 id="13275" title="Contact form 1"]
FMG Suite
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.